When they experience too many negative returns, this affects you negatively over time, and you could actually run out of money in retirement.
A fixed-indexed annuity allows your funds to grow tax-deferred. This results in triple-compounding interest. You earn interest on your interest
Many of us are unaware of the fees we are being charged and how it is eroding our nest egg. A fixed-indexed annuity can eliminate the fees seen in traditional equity investments, such as load fees, expense fees and 12b-1 fees.
Earn interest based on the positive performance of a market index, such as the S&P 500 without the risk of losing your money. Indexing allows your retirement to participate in the upside market gains and lock in those gains.
The clients I help experience a seamless approach to planning for their financial goal. They feel empowered to know they are in charge of growing the money safely while maintaining the lifestyle they love.
What To Expect
Holistic Financial Planning
Safe Income Growth
Personalized Coaching 1 on 1
Zero Exposure To Financial Loss
I always heard my parents talk about the importance of mortgage protection. When I purchased my own home, I decided to follow in their footsteps and get a policy for myself. I'm so glad I did! Not only do I have peace of mind knowing that my home is protected.
Things got tough when my spouse passed away. On top of that, I had to worry about the mortgage payments on our home. Thankfully, we had mortgage protection in place. It saved the equity in our home and allowed me to focus on healing during this difficult time. I highly recommend getting mortgage protection it's a small investment that can make a world of difference.
I never thought I'd need mortgage protection, but when I faced a serious illness that left me unable to work, I was so grateful to have it. The cash payout from my policy was a lifesaver, helping me cover my mortgage payments and allowing me to focus on my recovery without the added stress of potentially losing my home.
Descriptions are for informational purposes only and subject to change. Limitations may apply. Benefits and carriers will vary for coverages and are subject to underwriting approval, product limitations, and availability. Benefits are not available in all states. Please note that and its representatives do not provide investment advice or securities transaction services. Our focus is solely on retirement planning, life insurance, medicare and health insurance.